Specifying the Related Folder

  1. In the Profile tab in the panel on the right, click the magnifying glass icon next to the Related Folder box. A window opens, displaying the folders available for assigning the new document type.

  2. Select the proper folder or subfolder for the document type. In this example, we have chosen the Relevant Communications folder.

  3. Click OK at the bottom of the window.
  4. Back on the main Document Types view, click Save at the bottom of the panel on the right.